Sharing interviews (a detailed look) – XpressDox
A detailed look at sharing interviews in XpressDox, how to design the email template, what the Recipient sees and what to bear in mind when designing templates that will be shared.
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Creating Cleanup and Artifacts Tasks on your Server folders – XpressDox
Account/File Administrators can create Cleanup and Artifact Creation Schedules to facilitate the best performance on your Server account. Create artifacts after hours so that interviews build faster; and Specify when to delete documents and/or data files from selected folders. To create an Artifact Creation Schedule (can be
Configuring SSO using Azure AD for your On-Prem / Self-Hosted XpressDox Server
NOTE: Reference this article if you are setting up SSO or if you are setting up SharePoint integration, and your XpressDox is self-hosted. In a self-hosted environment you need to register XpressDox in your Microsoft Azure Tenant. 1. In Microsoft Azure AD, click on App registrations and then on New
Setting up Delegation in a Domain Controlled Environment – XpressDox
Setting up Delegation is necessary in a Windows Authentication environment, when the File server is not the Application server. In IIS: Enable Windows Authentication and Impersonation In the Configuration Editor, take note of the
What is the difference between an XpressDox data element and a variable?
If you have come from a HotDocs background you might think that the difference between a data element and a variable is simply semantics. However, there are important differences you need to be aware of. As you probably know XpressDox makes use of XML as its underlying data structure and
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